Woodfork Financial Group

Woodfork Financial Group Woodfork Financial Group is here to help you through personal finance and financial planning.

Making sure our clients are educated and making the best decisions for themselves and family, because legacy is important and we want your legacy to live on.

An airport lounge — without the security screening or boarding pass.Credit card companies American Express and Chase are...
07/18/2026

An airport lounge — without the security screening or boarding pass.

Credit card companies American Express and Chase are increasingly waging their luxury lounge wars outside the airport. From an air-conditioned retreat in the middle of the desert at Coachella to an exclusive athlete meet-and-greet at the Paris Olympics, these companies are investing big in premium hospitality spaces to win over affluent cardholders.

Chase and American Express are courting wealthy customers who are not only willing to pay the rising annual fees but also rack up higher balances on their cards.

Those with a credit score of 720 or above, which is typically required to get approved for a Sapphire Reserve or Platinum card, spend more than double the average of those within a score between 660 and 719, according to data from the Federal Reserve Bank of Philadelphia.

Read the full story at the link in bio.

A man called into to the show to ask for advice about paying off his estranged sisters student loans. He says the fami...
07/18/2026

A man called into to the show to ask for advice about paying off his estranged sisters student loans. He says the family split when their mother had an affair and the daughters took her side and choose to live with the mother and her new partner.
The father cut all of them off and recently died leaving the son $10+ million. What should he do?

A new estimate for the great wealth transfer has sparked a debate over how many trillions of dollars will pass from baby...
07/18/2026

A new estimate for the great wealth transfer has sparked a debate over how many trillions of dollars will pass from baby boomers to their heirs, and how it will be spent and invested.

Last week, Visa Business and Economic Insights released a new projection for the great wealth transfer, estimating that $36 trillion in baby boomer wealth will be passed down to Gen X and millennials over the next 20 years. The figure is a fraction of the widely cited estimate from Cerulli Associates, which says $105 trillion will pass from older generations to heirs by 2048.

Find the full details at the link in bio.

07/17/2026

The Texas Stock Exchange officially kicked off its first phase of trading today. Officials say it could bring thousands of jobs, lower fees for companies and put Dallas on the global financial map.

07/15/2026

The best investment isn’t always the one with the highest returns—it’s also the one that keeps more of your money working for you.

Expense ratios may seem small, but over time they can make a big difference in your portfolio. Before you invest, know what you’re paying.

💬 Do you check a fund’s expense ratio before investing?

07/14/2026

Watch live as U.S. Federal Reserve Chair Kevin Warsh testifies before the House Financial Services Committee as part of the Fed's semiannual monetary policy report to Congress. It is Warsh's first appearance before lawmakers as Fed chair since replacing Jerome Powell in May.

07/12/2026

Michael Saylor is the face of Strategy, formerly MicroStrategy. Right now they hold more than 4% of Bitcoin’s total supply.

The interviewer asked him if he’s competing with other companies to buy and hold Bitcoin and he gets heated. He dismisses the question outright, comparing it to asking if companies were ‘competing’ to adopt electricity.

U.S. Households are now holding 8% of their total assets in cash, the highest level of cash in AT LEAST 36 years 🚨🚨
07/05/2026

U.S. Households are now holding 8% of their total assets in cash, the highest level of cash in AT LEAST 36 years 🚨🚨

Home Prices just hit a record high 🚨🚨
07/05/2026

Home Prices just hit a record high 🚨🚨

BREAKING 🚨: Sandisk$SNDK enters bear market after plunging 26% from its June all-time high 📉 🐻
07/05/2026

BREAKING 🚨: Sandisk

$SNDK enters bear market after plunging 26% from its June all-time high 📉 🐻

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